Jordyn Baker signed Pinewood Preparatory School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinewood Preparatory School's EIN is 57-0513825.
Download the official 2024 Form 5500 (PDF) for Pinewood Preparatory School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinewood Preparatory School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $15K | — |
| MAXUS PLAN SOLUTIONS, NC | 45-4012897 | — | RECORD KEEPER | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares ISHRS TTL US STCK MRKT INDX | Other securities | — | — | $925K | 19.5% | |
| Ishares US Aggregate Bond Index Class K Fund | Other securities | — | — | $820K | 17.3% | |
| Ishares S&P 500 Index Class | Common Collective Trusts | — | — | $765K | 16.2% | |
| Ishares MSCI EAFE International Index Investor | Other securities | — | — | $508K | 10.7% | |
| Lincoln Financial Stable Value Account | Stable Value | — | — | $473K | 10.0% | |
| Ishares ISHRS MSCI TTL INTL INDX | Other securities | — | — | $363K | 7.7% | |
| Ishares ISHRS RSSLL MIDCP INDX | Other securities | — | — | $181K | 3.8% | |
| Ishares ISHRS RSSLL SMID CP INDX | Other securities | — | — | $151K | 3.2% | |
| Fidelity International Index 589 Ishares Short-Term TIPS Bond Index Fund | Common Collective Trusts | — | — | $142K | 3.0% | |
| Ishares ISHRS DVLPD REAL ESTAT INDX | Other securities | — | — | $120K | 2.5% | |
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $120K | 2.5% | |
| Vanguard Growth Index Admiral Shares | Mutual Funds | — | — | $74K | 1.6% | |
| Ishares Russell 2000 Small Cap Index Investors | Common Collective Trusts | — | — | $26K | 0.5% | |
| American Funds New World Class R6 | Mutual Funds | — | — | $22K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Strategic Equity Investor Shares | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Investment Company of America Class R6 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Washington Mutual Investors Class R6 | Mutual Funds | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT DC II HARTFORD LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $737 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
